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Crypto Fund Pitchbooks

The Marketing Tool for Raising AUM In the Digital Asset Space

Fund managers who offer investment strategies focused on crypto, digital assets, or blockchain must create a strong first impression when presenting a strategy to investors. This is achieved through a crypto fund pitchbook.

What is a Crypto Fund Pitchbook?

Hedge funds are investing in crypto more than ever. With crypto fund investment programs and strategies on the rise, the crypto fund pitchbook remains the fund manager’s main presentation marketing tool.

To help increase assets under management, a successful crypto fund pitchbook will tell the fund’s story, highlight the program’s unique points, and showcase fund managers as crypto subject matter experts.

For optimum impact, a crypto fund pitchbook must be professionally designed to include overview content that is carefully curated with visuals that support the story.

Crypto fund pitchbook

Crypto Fund Pitchbook Services

Gate 39 works with crypto fund managers to produce professional content and visual elements designed to raise AUM. We’ll deliver an editable crypto fund pitchbook file format that can easily be updated ahead of your next pitch, presentation, or meeting.


Our custom crypto fund pitchbooks are designed to:

  • Tell your crypto fund’s story and highlight your strategy’s unique aspects
  • Inform investors without overwhelming them with detail
  • Entice investors to engage in deeper conversation around the fund offering
  • Clearly describe and display your crypto fund offering and performance
Customized Crypto Fund Pitchbooks

Your pitchbook is tailored to support your crypto fund goals. We don’t use pre-existing templates or off-the-shelf themes; we will fully customize a pitchbook that will help define your unique strategy.

Unique Design

We’ll create a unique pitchbook design to fit your brand and target audience, including images, icons, and specialized layouts. Don’t have a logo? We offer logo design services too!

Interview & Content Construction

Our content specialist will review your existing offering memorandums, disclosure documents, initial drafts, etc. and conduct an interview with the manager. An initial draft will be prepared for review to address any revisions.

Pitchbook Asset Ownership

Your final pitchbook will be delivered in a PowerPoint format. This allows you to make additional edits and updates as you pitch to different allocators and customize your messaging to fit each unique client.

Our Proven Pitchbook Process

1.
Kick-Off Meeting
After a kick-off meeting, we’ll ask for your disclosure document, offering memorandum, and other collateral that describes your program to help us gain perspective on your strategy and value. We’ll also discuss design expectations and any special visual directives.
2.
Discovery
Our professional financial content writer will conduct a phone interview to pinpoint your differentiation points and program highlights to accurately tell your fund story.
3.
Content Draft
The design and writing happen concurrently to deliver your pitchbook as quickly as possible. However, your input is important! We customize and make iterations based on your feedback.
4.
Design Concept
After the initial kick-off meeting where we explore your overall design expectations, we’ll collect any logo files, fonts, and other directives to create a uniquely custom design concept using 4-5 pitchbook slides. You’ll be presented with the initial design concept for review and approval.
5.
Full Design
Once your custom pitchbook design concept meets with your approval, it will then be applied to the entire approved content deck. It is in this step that we’ll also drop in your monthly and annual performance charts or supporting data sets that help to validate your program.
6.
Final Deliverable
Your fully finished pitchbook will be presented to you for review and upon final approval will be delivered to you in an editable PowerPoint file format, so you can easily update key information and monthly performance ahead of your next pitch.

Let’s Chat

Have questions about our pitchbook process, hedge fund website design, or hedge fund marketing services?
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Crypto Fund Pitchbook FAQs

If you are a crypto fund manager seeking to build AUM, a pitchbook is THE sales tool you will use to “pitch” your strategy and tell your story. Pitchbooks are a financial industry standard and are integral in helping you raise assets.

Download Pitchbook Samples

A pitchbook is NOT intended to be a downloadable offering on your website but is rather your personal selling tool. You should have an up to date pitchbook presentation ready for any “pitches” you give to potential clients and investors. This could be a presentation in front of a roomful of people, one-on-one, or by sending a warm lead your digital pitchbook PDF file via email ahead of or after a conversation.

Download Pitchbook Samples

Not exactly. A successful pitchbook requires a notable amount of time and attention to properly craft the right TYPE of content, the right AMOUNT of content, the right ORDER to the content, and employ the right methods to visually DISPLAY the content — all while keeping compliance and regulatory rules in mind. This artisan-type of approach to developing a successful pitchbook is not easy to get right without the help of experienced professionals versed across financial content writing, and design.

Download Pitchbook Samples

Sure, you can absolutely create your own pitchbook. However, it is our experience that fund managers and CTAs would rather be focused on reaching out to their clients and investors and managing their book of business rather than trying to take on the added role for marketer. The initial investment in a professionally created pitchbook is earned back in the time the manager can dedicate to their clients in addition to the success they’ll see using a professionally crafted pitchbook.

Download Pitchbook Samples

A fund pitchbook is not intended to spill a fund program’s “secret sauce” but is a pivotal selling tool designed to ignite more meaningful next-step conversations between a would-be client and a fund manager. For all intents and purposes, it is an outline of your strategy that highlights your key differentiation and tells your story, including components of your strategy, characteristics of how opportunities are discovered, and information on management’s expertise.

Download Pitchbook Samples

This depends on the CTA or fund manager and if they’re new and emerging, or established, but typically the range of slides for a professional pitchbook is between 20-25 with large fonts and graphics to make them compelling. You can choose to add additional slides to highlight trades and strategies, or for specialized funds such as real estate, but the initial presentation should be tight and focused for a 30 minute “pitch”.

Download Pitchbook Samples

Since 2001, we’ve perfected a process and formula for creating professional pitchbooks for hedge fund managers and CTAs. Our knowledge and process come from speaking with allocators, sitting in on pitches and first-hand experience at management conferences to develop what we believe is a winning base format. This is backed by the compliments we receive from both managers and allocators, and the referrals we receive from across the financial industry.

Download Pitchbook Samples

Hedge Fund Marketing Resources

Hedge Fund Marketing Essentials: Master Marketing & Grow Business. Gain insight on tools and strategies to help continuously push your business forward.

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Crypto Fund Pitchbook Pricing

Design Only

Up to 20 slides with up to 4 charts and graphs included. Large data sets will not be rekeyed.

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$4,000

Content & Design

Dedicated writer included. Up to 20 slides with 4 charts and graphs. Large data sets will not be rekeyed.

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$7,000
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We have the power to tell your strategy’s story.

The time and care you’ve invested in your brand should reflect the attention you’ve put into your investment strategy. Make sure your first impression is a good one. We’ll equip you with a professional pitchbook to help increase your assets under management.

Request a Pitchbook Discovery Call to Get Started.

Once we receive your request, we’ll connect to schedule your call.
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Connect with us to discover how we can help your business grow.

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